Cauble & Harre Wealth Management, Inc.
All 13F Filings
- Location
- Saint Louis, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 125,540
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 74 | 125,540 | 13F-HR | Cauble & Harre Wealth Management, Inc. |
| Q4 2025 | 2/5/2026 | 70 | 119,292 | 13F-HR | Cauble & Harre Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.82 K | 31.7% | 0 | 42.14 K | -42.14 K |
| ETFs | 83.67 K | 66.7% | 48.15 K | 0 | 48.15 K |
| Debt | 2.045 K | 1.6% | 242 | 0 | 242 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
125,540
Holdings
74
QoQ value change ($000)
6,248
(5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.